Create case manually
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Most cases are created automatically in the system when a digital form is received. However a case can also be created manually to cater for paper applications and for other occasions when a new case is required but is not going to be triggered by a digital form e.g. if a badge is going to be cancelled or amended or if a replacement is requested via the contact centre.
In order to create a case you first need to have a person record to associate it with. You should search for an existing record before creating a new one. If no matching Person is found then you can create a new one using the Create Person function. (Note: the same principle applies for Organisations).
Click Create Case
Select the appropriate Case Type from the drop-down list
When creating a new case for a person that already has cases recorded on the system there is a pre-populate option that automatically completes case details from previous applications.
In the example below a new case is created for Jillian Scott. The person is found using the Local Search and then the Create Case button is used.
There is the option to use a previous case to pre-populate the details of the new one. Clicking on one of the Pre-pop links will fill the Case details section as below:
Then use the Create button to create the new case. Documents can then be uploaded manually to the new Case and the relevant Workflow can be manually started from the Workflow tab.
